Create an Application in HubSpot

🔍 In this step we want to create an API key so that we can authenticate on the HubSpot CRM API using an API key.

1. In your HubSpot instance, create a private application. We named it "Luware Nimbus Power Automate".
2. Generate an API token. It should look like this:
   

✅ Note down the access token. In the next step we want to create the flow and use this token in the query of the Power Automate HTTP Element, by setting the headers to:

CODE
headers: {
 'Authorization': `Bearer ${YOUR_TOKEN}`,
 'Content-Type': 'application/json'
 }

Create the Power Automate Flow

✅ Start with a blank Cloud Flow.

1. Add the Nimbus "GetOnNewTasks" to trigger the flow. 

Select the service(s) that you want to listen to.

2. Add an "Initialize Variable" element to the flow for the ApiKey and copy your Access token as value into it.

3. Add a "HTTPElement" to the flow and rename it to "Contact Search". Fill out the item as shown below.

CODE
{ "q": "@{triggerOutputs()?['body/microsoftCallerId']}" }

CODE
{
 "filterGroups": [
 {
 "filters": [
 {
 "propertyName": "phone",
 "operator": "EQ",
 "value": "@{triggerOutputs()?['body/microsoftCallerId']}"
 }
 ]
 }
 ],
 "properties": [
 "firstname",
 "lastname",
 "phone",
 "mobilephone",
 "company",
 "email",
 "jobtitle",
 "hs_contact_id"
 ]
}

4. At this point you can already test your flow and should get a valid response if the phone number was found at a HubSpot contact. A valid response would look like:

CODE
{
 "total": 1,
 "results": [
 {
 "id": "51",
 "properties": {
 "createdate": "2022-07-21T12:32:03.719Z",
 "email": "bh@hubspot.com",
 "firstname": "Brian",
 "hs_object_id": "51",
 "lastmodifieddate": "2022-07-21T13:15:53.545Z",
 "lastname": "Halligan (Sample Contact)"
 },
 "createdAt": "2022-07-21T12:32:03.719Z",
 "updatedAt": "2022-07-21T13:15:53.545Z",
 "archived": false
 }
 ]
}

Update the Nimbus Task

✅ Now we save the results of the search query.

1. Add a "Compose" Element to the flow.
   • Title= FirstResult
   • Inputs= body('Contact_Search')?['results']
     
2. Add an "UpdateTask" Nimbus element to the flow and update the items with the result from the Compose object accordingly.

Parameters RequestId = trigger RequestId Customer.FirstName = outputs('FirstResult')?[0]['properties']['firstname'] Customer.LastName = outputs('FirstResult')?[0]['properties']['lastname'] Customer.Company = outputs('FirstResult')?[0]['properties']['company'] Customer.JobTitle= outputs('FirstResult')?[0]['properties']['jobtitle'] Customer.PrimaryTelNumber = outputs('FirstResult')?[0]['properties']['phone'] Customer.TelNumbers: Office Phone = outputs('FirstResult')?[0]['properties']['phone'] Mobile Phone = outputs('FirstResult')?[0]['properties']['mobilephone']  Customer.Customfields: HubSpotId = outputs('FirstResult')?[0]['id'] HubSpotUrl = concat('https://app-eu1.hubspot.com/contacts/<your instance id>/contact/', outputs('FirstResult')?[0]['id'])

Configure in Nimbus

✅ Now that we have all the data we want to create a custom context.

1. Create the context in the Nimbus configuration. 💡 Ensure that the Organization Unit of this context item is matching to your service so you can select it later.
   
2. Assign your context in the Service Settings > "Context" tab.
3. Open Nimbus portal in your browser and make a test call to your service to check if the context is now opening correctly.